The International Semiconductor Industry Association (SEMI) announced that in July 2020, the shipment value of North American semiconductor equipment manufacturers reached 2.60 billion U.S. dollars, setting a new single-month high since June 2018, and simultaneously wrote down a single month of 2 billion U.S. dollars for 10 consecutive months The good results show that the semiconductor equipment market is gradually heating up in the second half of the year as foundry and storage manufacturers such as TSMC, Samsung and SK Hynix continue to sprint process upgrades.

SEMI announced the latest shipment report. In July 2020, North American semiconductor equipment manufacturers shipped US$2.60 billion with a monthly growth of 11.8%, a record high in 26 months, an increase of 27.6 from US$2.03 billion in the same period in 2019. %.

SEMI Global Marketing Chief and President of Taiwan, Cao Shilun said that North American equipment manufacturers' sales will begin to show strong double-digit growth in the second half of 2020. This growth performance reflects the important position of the semiconductor industry in the current global development. , And become the driving force for the long-term growth of the industry.

According to the industry, the global semiconductor equipment market is currently being driven by the continuous advancement of wafer foundry into advanced processes and storage process upgrades. Among them, TSMC and Samsung are currently moving from 7nm to 6nm and 5nm processes respectively. The circuit line width is constantly shrinking, so extreme ultraviolet (EUV) and other technologies must be used for exposure, which makes the demand for semiconductor equipment continue to rise.

In addition, due to the continuous growth of demand for 7-nanometer production capacity, TSMC is currently aiming to increase the production capacity of the 7-nanometer process in order to meet the order needs of major customers such as Qualcomm, Huida and Supermicro, so that the demand for semiconductor wafer production related equipment continues to rise.

As for the storage industry, it is also one of the main driving forces driving the demand for semiconductor equipment. Although major factories are relatively conservative in capacity expansion, production equipment also needs to be updated. The recent process conversion and expansion plans of the three major DRAM makers. According to the latest report from the research and research organization Jibang, Samsung is preparing to start P2L at the Pyeongtaek second plant. It is expected to start DRAM production in the second half of the year and simultaneously increase the proportion of the 1Z nano process; Micron 2020 It is still focusing on the mass production of the 1Z nanometer process and the increase in the proportion of output.